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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1701
MV Capital Management
Maryland
$108K -$71.8K -419 -37%
FWM
1702
FSA Wealth Management
Massachusetts
$106K +$120K +700 New
RWM
1703
Reston Wealth Management
Virginia
$106K +$120K +700 New
QL
1704
Quarry LP
New York
$105K +$13.2K +77 +13%
TFM
1705
TFC Financial Management
Massachusetts
$103K -$11.8K -69 -9%
S
1706
Sachetta
Massachusetts
$103K -$10.5K -61 -8%
CCA
1707
Criterion Capital Advisors
Tennessee
$101K – – –
FNWA
1708
Financial Network Wealth Advisors
Utah
$101K +$42.4K +247 +60%
AEPWM
1709
Atlantic Edge Private Wealth Management
Florida
$97.9K -$3.43K -20 -3%
PGAM
1710
Princeton Global Asset Management
New Jersey
$97.8K +$34.1K +199 +45%
BC
1711
Barrett & Company
Rhode Island
$97.4K – – –
PA
1712
Pineridge Advisors
Missouri
$97.2K +$514 +3 +0.5%
VAMG
1713
Voisard Asset Management Group
Michigan
$97K -$33.1K -193 -23%
HNB
1714
Hilltop National Bank
Wyoming
$95.3K +$1.03K +6 +1%
CCMW
1715
Cypress Capital Management (Wyoming)
Wyoming
$94.7K – – –
GKIM
1716
GW&K Investment Management
Massachusetts
$94K +$6.69K +39 +7%
BWP
1717
Baldwin Wealth Partners
Massachusetts
$92K +$857 +5 +0.8%
ATC
1718
Adirondack Trust Company
New York
$91.8K -$217K -1,268 -68%
FFWM
1719
Future Financial Wealth Management
Ohio
$91.2K +$103K +600 New
CAM
1720
Close Asset Management
United Kingdom
$91K – – –
TF
1721
Tompkins Financial
New York
$89.4K -$42.2K -246 -29%
JEST
1722
JTC Employer Solutions Trustee
Jersey
$89K – – –
PWMG
1723
Private Wealth Management Group
New Jersey
$88.8K – – –
MFC
1724
Mechanics Financial Corp
Ohio
$87.4K -$81.4K -475 -45%
MSFP
1725
Mark Sheptoff Financial Planning
Connecticut
$86.9K – – –
67 68
69
70 71